ICYMI: Model Portfolios Outperform In 2016 & DOL Fiduciary Rule Webinar on 2/2

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Long Idea: This Industrials Mutual Fund Earns Its Fees

Industrials have looked cheap to us for a while. This fund is the best in the sector, and you would never know based on traditional fund research.

Model Portfolio Update: New Stocks on Safest Dividend Yield

Get a free look at one of the 10 new stocks that made our Safest Dividend Yield Model Portfolio this month. This portfolio is up 10% vs S&P up 6% since inception.

Proof Is In The Performance: Our Model Portfolios Outperform In 2016

Through 2016, our model portfolios outperformed their benchmarks.

DOL Fiduciary Rule Webinar: Feb 2nd, 4pm EST

How can advisors be sure their investment recommendations satisfy the fiduciary rule? Join us for a live webinar with CEO David Trainer to learn more about our unique DOL Fiduciary rule solutions.

@MichaelKitces Features Our “Guidelines for Due Diligence”

Michael Kitces highlights our Letter to the DOL, which offers guidance on how to define research that meets the fiduciary standard.

Upcoming Research

Coverage Updates

  • 214:10-Qs parsed since Jan 1.
  • 79:10-Ks parsed since Jan 1.
  • 194: Stocks & mutual funds added to coverage universe over the last 3 months.

Style Ratings 1Q17: Best and Worst ETFs & Mutual Funds

At the beginning of the first quarter of 2017, only the Large Cap Blend and All Cap Blend styles earn an Attractive-or-better rating.

Sector Ratings Recap 1Q17: Best and Worst ETFs & Mutual Funds

Quick and easy access to our 1Q17 analysis of each sector.

Health Care Sector 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Industrials Sector 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Information Technology Sector 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Materials Sector 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Telecom Services Sector 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Utilities Sector 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

 

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